Markets change, financial situations change, family situations change. Yet most financial advisors base their client relationships on rigid financial plans created at the beginning of the relationship.

Along with planning and investing, tax expertise is a critical tool in helping clients achieve their goals. As licensed tax practitioners, we weave expert tax consulting directly into our wealth management service–and that gives you an advantage few other advisors can offer.

What Sorts of Investments Do You Use?

When choosing investments, we’re cognizant not only of their quality but of their cost as well. Studies have shown that minimizing transaction costs can significantly improve investment results. Accordingly, we typically recommend mutual funds or exchange-traded funds with low or no transaction fees.